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Upturn AI SWOT - About
BondBloxx ETF Trust (XHYC)
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Upturn Advisory Summary
10/24/2025: XHYC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.24% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 34.78 - 37.25 | Updated Date 06/29/2025 |
52 Weeks Range 34.78 - 37.25 | Updated Date 06/29/2025 |
Upturn AI SWOT
BondBloxx ETF Trust
ETF Overview
Overview
BondBloxx ETF Trust offers a suite of targeted bond ETFs, primarily focusing on specific maturity segments of the corporate bond market. It aims to provide granular exposure and diversification within fixed income.
Reputation and Reliability
BondBloxx is a relatively new issuer specializing in fixed income ETFs, aiming to provide precise exposure to specific parts of the bond market. Their reputation is still developing.
Management Expertise
The management team consists of fixed income specialists with experience in portfolio management and ETF structuring.
Investment Objective
Goal
To provide targeted exposure to specific maturity segments and credit quality within the U.S. corporate bond market.
Investment Approach and Strategy
Strategy: Tracks specific maturity sub-indexes within the ICE BofA US Corporate Index.
Composition Primarily holds U.S. dollar-denominated investment-grade corporate bonds.
Market Position
Market Share: BondBloxx ETFs are niche players within the broader fixed income ETF market; their market share varies across different maturity segments.
Total Net Assets (AUM): The AUM varies widely across the different BondBloxx funds, ranging from tens of millions to several hundred million USD.
Competitors
Key Competitors
- LQD
- IEF
- TLT
- AGG
Competitive Landscape
The fixed income ETF market is highly competitive, with established players like iShares and Vanguard dominating. BondBloxx differentiates itself by offering granular maturity-specific exposure. Advantages include precision, while disadvantages include lower liquidity compared to larger, more diversified funds.
Financial Performance
Historical Performance: Historical performance depends on the specific BondBloxx ETF and the interest rate environment. Bond prices move inversely to interest rates.
Benchmark Comparison: Performance is typically compared to the relevant ICE BofA maturity sub-index.
Expense Ratio: Expense ratios vary, typically in the range of 0.05% to 0.10%.
Liquidity
Average Trading Volume
Average trading volume varies greatly among the different BondBloxx ETFs, with some having relatively low volume.
Bid-Ask Spread
Bid-ask spreads can be wider compared to more liquid, broad-market ETFs.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and Federal Reserve policy significantly impact BondBloxx ETFs.
Growth Trajectory
Growth is tied to investor demand for targeted fixed income exposure and the continued expansion of the ETF market.
Moat and Competitive Advantages
Competitive Edge
BondBloxx ETFs provide precise exposure to specific maturity segments, enabling investors to fine-tune their fixed income portfolios. This granularity isn't offered by many broad-market ETFs. This can be valuable for hedging or tactical asset allocation. They provide a range of sub-investment grade bond ETFs where previously, there was little coverage.
Risk Analysis
Volatility
Volatility is dependent on the maturity and credit quality of the underlying bonds; longer-dated bonds tend to be more volatile.
Market Risk
Interest rate risk is a primary concern, as rising rates can negatively impact bond prices.
Investor Profile
Ideal Investor Profile
Sophisticated investors, institutional investors, and financial advisors seeking granular control over their fixed income exposure.
Market Risk
Suitable for both tactical asset allocators and those seeking to fine-tune their fixed income allocations to match specific liabilities or investment horizons.
Summary
BondBloxx offers a suite of ETFs targeting specific maturity segments and credit qualities of the corporate bond market. These ETFs offer precision for investors seeking targeted fixed income exposure. They are designed for investors who understand fixed income and seek to fine-tune their allocations. BondBloxx are niche products and are for targeted and/or short term strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Bloomberg
- Company Fact Sheets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a financial professional before making any investment decisions. Market share data may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BondBloxx ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in high-yield, below-investment grade bonds denominated in U.S. dollars of issuers in the consumer cyclicals sector, either directly or indirectly (e.g., through derivatives). It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.